13123-CONTRACT AMENDMENT #14.PDF
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AMENDMENT No. 14 To TREASURER INFORMATION SYSTEM (TIS) CONSULTANT SERIAL NO. 13123-RFP Between Guidehouse Inc. & Maricopa County, Arizona WHEREAS, Maricopa County, Arizona (“County”) and Grant Thornton, LLP (“Contractor or Consultant”) have entered into a Contract for a Treasurer Information System (TIS) Consultant dated February 26, 2014 (“Agreement”) and effective February 26, 2014 under County Contract No. 13123-RFP WHEREAS, the parties agreed to Amendment No. 1 effective February 18, 2015 replacing Exhibit A, B and D with a “NEW” Exhibit A, B and D; WHEREAS, the parties agreed to Amendment No. 2 effective May 9, 2016 renewing the contract terms; replacing Exhibit A, B with a “NEW” Exhibit A, B; and replacing Exhibit D with a revised Exhibit D; WHEREAS, the parties agreed to Amendment No. 3 effective February 31, 2017 for the engagement of a resource assessment and staffing plan; WHEREAS, the parties agreed to Amendment No. 4 effective March 22, 2017 renewing the contract terms; replacing Exhibit A, B with a “NEW” Exhibit A, B; and replacing Exhibit D with a revised Exhibit D; WHEREAS, the parties agreed to Amendment No. 5 effective February 22, 2018 renewing the contract terms; replacing Exhibit A, B with a “NEW” Exhibit A, B; WHEREAS, the parties agreed to Amendment No. 6 effective May 7, 2018 for SymPro design, set-up and testing; WHEREAS, the parties agreed to Amendment No. 7 effective May 7, 2018 to review, assessment and recommended updates to requirements, data maps and other processes; WHEREAS, the parties agreed to Amendment No. 8 effective October 2, 2018 to revise the travel budget; WHEREAS, the parties agreed to Amendment No. 9 effective April 30, 2019 to adding additional project resources; WHEREAS, the parties agreed to Amendment No. 10 effective July 1, 2019 renewing the contract terms and increasing the scope of services, adding additional resources and extending the timeline. WHEREAS, the parties agreed to Amendment No. 11 effective July 1, 2020 changing the scope of services and adding additional resources. WHEREAS, the parties agreed to Amendment No. 12 effective October 1, 2021 changing the scope of services, adding additional resources, and reducing the period of service for specific resources. WHEREAS, the parties agreed to Amendment No. 13 effective November 1, 2022 changing the scope of services, defining new resources, and extending the period of service for specific resources. WHEREAS, County and Contractor have agreed to further modify the Agreement by changing certain terms and conditions; by changing the scope of services, replacing an existing resource, and adding two additional resources. Furthermore, references to A.R.S. §§ 35-393.01 and 35-394 were added to the contract. NOW, THEREFORE, in consideration of the foregoing, and for other good and valuable consideration, receipt of which is hereby acknowledged, the parties hereto agree as follows: 1. Contract The following new sections below are added to the contract. 6.29 WRITTEN CERTIFICATION PURSUANT to A.R.S. § 35-393.01 If vendor engages in for-profit activity and has 10 or more employees, and if this agreement has a value of $100,000 or more, vendor certifies it is not currently engaged in, and agrees for the duration of this agreement to not engage in, a boycott of goods or services from Israel. This certification does not apply to a boycott prohibited by 50 U.S.C. § 4842 or a regulation issued pursuant to 50 U.S.C. § 4842. 6.30 FORCED LABOR 6.30.1 By submitting a bid for this solicitation and/or entering into a contract as a result of this solicitation, contractor agrees to comply with all applicable portions of Arizona Revised Statutes Section 35-394. Contracting; procurement; prohibition; written certification; remedy; termination; exception; definitions. 6.30.2 Contractor certifies that it does not currently, and agrees for the duration of the contract, that it will not use: 6.30.2.1 The forced labor of ethnic Uyghurs in the People’s Republic of China. 6.30.2.2 Any goods or services produced by the forced labor of ethnic Uyghurs in the Republic of China. 6.30.2.3 Any contractors, subcontractors or suppliers that use the forced labor or any good or services produced by the forced labor of ethnic Uyghurs in the People’s Republic of China. 6.30.3 If contractor becomes aware during the term of the agreement that contractor is not in compliance with this paragraph, the contractor shall notify the County within five business days after becoming aware of the noncompliance. If the contractor fails to provide a written certification to the County that the contractor has remedied the noncompliance within 180 days after notifying the County of its noncompliance, then the agreement terminates, except that if the agreement termination date occurs before the end the 180 day period, the agreement terminates on the agreement termination date. 2. Exhibit A Revise Exhibit A as shown in the attached Exhibit A. 3. Exhibit B-1 Revise Exhibit B-1 as shown in the attached Exhibit B-1. ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED IN WITNESS WHEREOF, this Contract Amendment is executed on the date set forth when executed be Maricopa County. CONTRACTOR: Printed Name and Title Date MARICOPA COUNTY: Chairman, Board of Supervisors Date ATTESTED: Clerk of the Board Date Guidehouse Inc. November 3, 2023 Collin Lopes, Partner November 3, 2023 EXHIBIT A PRICING REVISED Phase IV Price per Deliverable and Labor Pricing Phase Pricing: Phase Labor Travel Total II: Solution Options and Verification $218,743.44 $57,674.69 III: Solution Funding, Procurement, and Selection $259,743.50 IV: Data Quality Analysis $488,573.19 $35,000.00 Original Contract Totals: $967,060.13 $92,674.69 $1,059,734.82 IV: Initial Data Quality Remediation & Deep Dive $449,845.60 $35,542.22 Amendment #1 Subtotal: $449,845.60 $35,542.22 $485,387.82 IV: Solution Implementation Support $3,255,876.00 IV: Solution Implementation Oversight $1,072,452.44 400,000.00 Amendment #2 Subtotal: $4,328,328.44 $400,000.00 $4,728,328.44 Resource Assessment & Staffing Plan $11,022.60 Amendment #3 Subtotal: $11,022.60 $0.00 $11,022.60 IV: Solution Implementation Support $820,458.98 ($250,000.00) IV: Solution Implementation Oversight $370,631.02 Amendment #4 Subtotal: $1,191,090.00 ($250,000.00) $941,090.00 Amendment #5 Subtotal: $0.00 $0.00 Out-of-Scope Items $107,011.08 Bridge Period Support $436,138.00 Amendment #6 and 7 Subtotal: $543,149.08 $0.00 $543,149.08 Travel Reduction ($122,542.00) Amendment #8 Subtotal: $0.00 ($122,542.00) ($122,542.00) Database Development, Technical Assessment, Architectural & Support $145,800.00 Amendment #9 Subtotal: $145,800.00 $0.00 $145,800.00 IV: Solution Implementation Support $2,894,100.00 IV: Solution Implementation Oversight $1,591,500.00 IV: Technical Assessment, Architectural & Support $679,904.00 Amendment #10 Subtotal: $5,165,504.00 $0.00 $5,165,504.00 IV: Solution Implementation Support ($37,592.62) Travel Increase $37,592.62 Amendment #11 Subtotal: ($37,592.62) $37,592.62 $0.00 IV: Solution Implementation Oversight Amendment #12 Subtotal: $0.00 $0.00 $0.00 Solution Implementation Support – Recurring Deliverables $2,626,000.00 Amendment #13 Subtotal: $2,626,000.00 $0.00 $2,626,000.00 IV: Solution Implementation Support ($340,755.82) Replace DB Dev with OCM and add QA Analyst $340,755.82 Amendment #14 Subtotal: $0.00 $0.00 $0.00 Amendment Contract Totals: $15,390,207.23 $193,267.53 $15,583,474.76 Firm fixed pricing for labor to include all work delineated herein, unless otherwise noted. In order to protect and maintain the high quality of deliverables and keep work consistent and in-sync with the ULTIS Project Team work deliverables, Amendment 14 fees will be based on project milestones. Consultant will submit all Deliverables to the County for approval before payment. Once approved, Consultant will invoice the County per the Price Per Deliverable. The County will have 30 days to approve or reject the Deliverable. If notice of approve or reject is not sent in 30 days, the Deliverable will be considered approved and invoiced. The actual travel expenses would be invoiced as incurred per County travel policy. The following chart below shall replace the named deliverables of the existing Price per Deliverables for Phase IV Solution Implementation Support and Oversight. The following chart represents changes in pricing per deliverable effective as of August 1, 2023, forward. Phase Delivery Frequency or Date Deliverables Quantity Price per Deliverable Total Price Solution Implementation Support – Recurring Deliverables IV Monthly Project Health Report 14 $24,591.30 $344,278.20 IV Monthly OCM Deliverable 14 $28,114.29 $393,600.00 IV Monthly Legacy Support/Development Summary Report 14 $28,982.61 $405,756.54 IV Monthly Sprint Retrospective Reports 14 $30,739.13 $430,347.82 IV Monthly Quality Assurance Report 13 $28,061.54 $364,800.00 Total Remaining: 1,938,782.56 REVISED Labor Pricing Labor Role Revised Rate Project Coordinator $140/hr. Scrum Master $175/hr. Organizational Change Management Analyst $160/hr. Cobol Programmer $165/hr. Quality Assurance Analyst $160/hr REVISED Hours by Category Labor Role Revised Hours Project Coordinator 2460 Scrum Master 2460 Organizational Change Management Analyst 2460 Cobol Programmer 2460 Quality Assurance Analyst 2280 EXHIBIT B-1 REVISED ADDITIONAL SCOPE OF WORK 1.0 INTENT: The purpose of this exhibit is to replace the Database Developer role on the project with an Organizational Change Management Analyst and add a Quality Assurance Analyst. The timeline of the project will remain the same, running through September 30, 2024. The aforementioned changes will be covered by applying $340,755.82 in funds from Phase IV: Solution Implementation Support. There will be no increase to the total contract amount with this amendment. 2.0 SCOPE OF WORK The scope of services to be completed by Guidehouse in Phase IV will be adjusted from Amendment 13. The scope changes are replacing the Database Developer role with the Organizational Change Management Analyst role and the addition of a Quality Assurance Analyst role. The systems covered by Implementation and Oversight services will remain the same: the original Treasury Information System (TIS) and the e-Gov system to include Dynamics Replacement Implementation. Background MCTO asked Guidehouse to provide additional support for the Organizational Change Management effort. This will replace the database developer on the project. In addition to the replacement the county has also requested that Guidehouse provide a Quality Assurance Analyst to assist with the testing effort on the new MCTIS system. Estimated Timeline The implementation of the new MCTIS system is scheduled to be completed in August of 2024, followed by a post-deployment warranty period of 30 days. The contract will expire at the end of the business day on Monday, September 30, 2024. The project resources will support the delivery of all relevant project milestones, tasks and activities. Price per Deliverable and Labor Cost under exhibit A is based on this timeline. A change in the timeline will impact Exhibit A. 3.0 DELIVERABLES Guidehouse will produce the following deliverables in accordance with the frequency and/or project milestones identified in Exhibit A. 3.1 Implementation Support Deliverables Guidehouse will produce the following recurring deliverables while supporting the implementation project team. Monthly Health Report Guidehouse will produce a monthly health report organized by work stream that describes project accomplishments, the list of planned activities for the next 30/60/90 days, project metrics and newly identified risks. Organizational Change Management Report The Organizational Change Management (OCM) Report will provide the progress to plan for the OCM deliverables being worked on in that month. This OCM team will include any accomplishments completed in the previous period as well as upcoming planned activities for the next period. Legacy Support/Development Summary Report The Legacy Support/Development Summary Report will outline the activities performed by the Guidehouse COBOL developer role in support of the MCTIS implementation. This will include a summary of the database, custom development, and operational support work completed in the month. Sprint Retrospective Reports The SCRUM Master will compile a monthly retrospective report for all retrospectives completed within the calendar month. This report will include the results of the completed sprint, and any notes about possible impacts to the output of the work. In the retrospective meeting, the scrum master will capture the results of the discussion around what the team did well, what didn’t go well and where there are opportunities for improvement. A summary of these notes will be included in the monthly retrospective report. Quality Assurance Report The Quality Assurance Report will provide a dashboard with key metrics for the QA work performed in that month. This QA team will include any significant accomplishments completed in the previous period as well as upcoming planned activities for the next period.